JPMorgan Chase & Co. shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 1.3k | 315.55 |
| 2025-06-30 | $359k | 1.2k | 290.03 |
| 2025-03-31 | $307k | 1.2k | 245.43 |
| 2024-12-31 | $308k | 1.3k | 239.85 |
| 2024-09-30 | $324k | 1.5k | 210.95 |
| 2024-06-30 | $385k | 1.9k | 202.34 |
| 2024-03-31 | $415k | 2.1k | 200.38 |
| 2023-12-31 | $436k | 2.6k | 170.13 |
| 2023-09-30 | $389k | 2.7k | 145.07 |
| 2023-06-30 | $393k | 2.7k | 145.49 |
| 2023-03-31 | $358k | 2.7k | 130.35 |
| 2022-12-31 | $367k | 2.7k | 134.28 |
| 2022-09-30 | $290k | 2.8k | 104.35 |
| 2022-06-30 | $205k | 1.8k | 112.39 |
| 2022-03-31 | $3.0k | 25 | 120.00 |
| 2021-12-31 | $4.0k | 25 | 160.00 |
More positions owned by CarsonAllaria Wealth Management
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